Zuma Wealth LLC manages investment portfolios and provides personalized financial planning for individuals and families. The firm offers wealth management services, which combine ongoing portfolio supervision with personalized financial planning at no extra cost. Investment management is guided by individual goals, risk tolerance, and tax considerations using strategies such as fundamental analysis, technical analysis, and modern portfolio theory. Zuma Wealth also offers standalone project-based financial planning. The firm primarily serves individuals, high-net-worth individuals, and nonprofit institutions.
Assets Under Management$57M
Clients31
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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